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iShares US Industrials ETF
IYJ

Overview Fund Activity

289 hedge funds and large institutions have $662M invested in iShares US Industrials ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 73 increasing their positions, 84 reducing their positions, and 19 closing their positions.

Holders
289
Holders Change
+35
Holders Change %
+13.78%
% of All Funds
4.24%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
58
Increased
73
Reduced
84
Closed
19
Calls
$549K
Puts
$1.27M
Net Calls
-$720K
Net Calls Change
-$801K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$161M
2
PCH
2
PGIM Custom Harvest
New Jersey
$16.3M
3
AWM
3
AE Wealth Management
Kansas
$8.61M
4
Bank of America
4
Bank of America
North Carolina
$76.8M
5
PRS
5
Pinkerton Retirement Specialists
Idaho
$4.86M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
RFM
2
Royal Fund Management
Florida
$1.88M
3
NA
3
NewEdge Advisors
Louisiana
$445K
4
Goldman Sachs
4
Goldman Sachs
New York
$11.3M
5
UCFA
5
United Capital Financial Advisors
Texas
$552K
Name Market Value Shares Shares
Change 		Shares
Change %
RWA
51
Rainsberger Wealth Advisors
Colorado
$2.05M 17,914 -1,102 -6%
RFM
52
Royal Fund Management
Florida
$1.88M 16,391 -71,868 -81%
PWM
53
Perigon Wealth Management
California
$1.87M 16,356 +16,356 New
MIA
54
MMBG Investment Advisors
Florida
$1.78M 15,600 – –
SC
55
Scotia Capital
Ontario, Canada
$1.66M 14,551 -183 -1%
NA
56
Navellier & Associates
Nevada
$1.66M 14,528 +5,746 +65%
SCA
57
Snowden Capital Advisors
New York
$1.62M 14,162 +1,076 +8%
JCFM
58
JBR Co Financial Management
Oklahoma
$1.61M 14,054 +14,054 New
SCA
59
Stillwater Capital Advisors
Pennsylvania
$1.58M 13,834 -109 -0.8%
DLCIG
60
D.L. Carlson Investment Group
New Hampshire
$1.5M 12,631 -1,635 -11%
SAM
61
Smartleaf Asset Management
Massachusetts
$1.48M 12,881 +12,881 New
VCM
62
Virtue Capital Management
Tennessee
$1.44M 12,889 -3,976 -24%
BWP
63
Balboa Wealth Partners
Arizona
$1.37M 11,969 +11,969 New
EA
64
Eudaimonia Advisors
Tennessee
$1.36M 11,859 -1,601 -12%
IWM
65
IHT Wealth Management
Illinois
$1.3M 11,349 +4,568 +67%
TW
66
TritonPoint Wealth
Maryland
$1.3M 11,332 +11,332 New
EL
67
Essex LLC
Illinois
$1.27M 11,145 -3,540 -24%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$1.21M 10,552 +50 +0.5%
LWANC
69
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.2M 10,535 +375 +4%
PD
70
Planning Directions
Pennsylvania
$1.2M 10,512 -278 -3%
FTS
71
Fifth Third Securities
Ohio
$1.16M 10,113 -2,638 -21%
CWM
72
Congress Wealth Management
Massachusetts
$1.11M 9,725 -8 -0.1%
HNB
73
Huntington National Bank
Ohio
– – – –
NF
74
Nikulski Financial
Iowa
$1.09M 9,540 -150 -2%
CAG
75
Csenge Advisory Group
Florida
$1.06M 9,269 +9,269 New
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